Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,737 | $160,028-66.4% | $147,080-63.5% | $145,884-63.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.50% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,205 | $5,286-77.2% | $4,933-75.6% | $4,662-74.2% |
| Participant deferral / active EE | $2,954 | $8,422-64.9% | $8,066-63.4% | $6,690-55.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |